At the Lisch Family of Businesses, we provide assistance in the following areas:
Investments
- Brokerage Accounts
- Check Writing
- Mutual Funds
- Roth IRA
- SEP IRA
- Traditional/Rollover IRA
- Retirement Plans
- Trust Accounts
- 529 Plans
Insurance
- Life Insurance
- Long Term Care Insurance
- Health Insurance
- Medigap Insurance
Through our affiliated companies, Lisch & Lisch LLC and Howard Lisch Esq., Attorney at Law, we will help in:
- Personal Financial Management
- Retirement Planning
- Retirement Plan Design
- Estate Planning
- Tax Planning & Research
- 403(b) Planning
- Tax Return Preparation
- Accounting
- Trust Design
- Will Preparation
- Estate and Trust Administration
